Advanced Energy
AEIS
167 hedge funds and large institutions have $699M invested in Advanced Energy in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 78 reducing their positions, and 18 closing their positions.
84% more call options, than puts
Call options by funds: $2.79M | Put options by funds: $1.52M
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
5% more funds holding
Funds holding: 159 → 167 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $707M → $699M (-$7.92M)
37% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.9M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$14.7M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$6.54M |
| 4 |
LCM
LG Capital Management
Owings Mills,
Maryland
|
+$6.14M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$23.2M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$7.75M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$7.61M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$5.69M |
| 5 |
TA
Teachers Advisors
New York
|
-$5.45M |
AEIS Hedge Fund Activity: Q3 2014 in Review
167 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2014, worth a combined $699M — down 1.1% from $707M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AEIS positions and 18 closed out — a net gain of 8 holders — while 49 added to existing stakes and 78 trimmed.
The largest buyer was Ameriprise, adding an estimated $29.9M. The largest seller was Frontier Capital Management, cutting an estimated $23.2M.
- 167 institutional investors held Advanced Energy (AEIS) as of Q3 2014, up from 159 in Q2 2014.
- Funds reported $699M of Advanced Energy stock for Q3 2014, down 1.1% quarter-over-quarter.
- 26 funds opened new Advanced Energy positions in Q3 2014 and 18 closed out, a net change of +8 holders.
- The largest Advanced Energy buyer in Q3 2014 was Ameriprise, an estimated $29.9M added.
- The largest Advanced Energy seller in Q3 2014 was Frontier Capital Management, an estimated $23.2M sold.
Based on aggregated 13F filings for Q3 2014.